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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,971 | $110,337-54.7% | $102,383-51.2% | $145,877-65.7% |
| Participation rate | 84.6% | 77.9%+6.7pp | 74.5%+10.1pp | 80.3%+4.3pp |
| Annual return | 15.64% | 24.83%-9.2pp | 24.94%-9.3pp | 551.28%-535.6pp |
| Employer contribution / active EE | $458 | $4,216-89.1% | $3,870-88.2% | $4,663-90.2% |
| Participant deferral / active EE | $2,188 | $5,621-61.1% | $5,060-56.8% | $6,691-67.3% |
| Admin fee / account holder | $432 | $9,750-95.6% | $8,391-94.8% | $13,402-96.8% |